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Public Service Enterprise Group

1,232 hedge funds and large institutions have $30.8B invested in Public Service Enterprise Group in 2025 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 472 increasing their positions, 424 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 424

10% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 99

0.06% more ownership

Funds ownership: 75.01%75.07% (+0.06%)

1% less funds holding

Funds holding: 1,2431,232 (-11)

2% less capital invested

Capital invested by funds: $31.6B → $30.8B (-$784M)

12% less call options, than puts

Call options by funds: $125M | Put options by funds: $142M

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
1,232
Holders Change
-11
Holders Change %
-0.88%
% of All Funds
16.52%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
109
Increased
472
Reduced
424
Closed
99
Calls
$125M
Puts
$142M
Net Calls
-$17.3M
Net Calls Change
-$191M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1101
Bellevue Asset Management
Washington
$34.8K +$83 +1 +0.2%
ECM
1102
Estabrook Capital Management
New York
$33.7K
CWM
1103
Cranbrook Wealth Management
Michigan
$32.9K
WPA
1104
Wealth Preservation Advisors
Tennessee
$32.8K +$33.3K +399 New
C
1105
Covestor
United Kingdom
$32K +$5.67K +68 +21%
HT
1106
Headlands Technologies
Illinois
$31.7K +$32.1K +385 New
BFPW
1107
BOK Financial Private Wealth
Colorado
$30.4K +$18.4K +221 +149%
CAL
1108
Capital Analysts LLC
Pennsylvania
$28K
FMII
1109
Farmers & Merchants Investments Inc
Nebraska
$27.2K
FG
1110
Fairman Group
Pennsylvania
$26.9K
CT
1111
Colonial Trust
South Carolina
$26K -$250 -3 -0.9%
SR
1112
Syntax Research
Florida
$25.9K
PCFFS
1113
Pacific Center for Financial Services
California
$25.8K
AW
1114
Avion Wealth
Texas
$25K
CWP
1115
Concord Wealth Partners
Virginia
$24.7K
RA
1116
Rise Advisors
New York
$22.8K -$501 -6 -2%
RF
1117
Roxbury Financial
New Jersey
$22.2K -$667 -8 -3%
OP
1118
ORG Partners
Indiana
$22.1K +$7.34K +88 +50%
SS
1119
Sunbelt Securities
Texas
$21.6K
CFS
1120
CGC Financial Services
Oregon
$21.6K
CLOS
1121
Compagnie Lombard Odier SCmA
Switzerland
$21.4K
SS
1122
SBI Securities
Japan
$21.2K -$834 -10 -4%
LWANC
1123
Laurel Wealth Advisors (North Carolina)
North Carolina
$21K
BTD
1124
BankPlus Trust Department
Mississippi
$20.6K
NA
1125
Nordwand Advisors
Pennsylvania
$20.6K

PEG Hedge Fund Activity: Q1 2025 in Review

1,232 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2025, worth a combined $30.8B — down 2.5% from $31.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new PEG positions and 99 closed out — a net gain of 10 holders — while 472 added to existing stakes and 424 trimmed.

The largest buyer was Vanguard Group, adding an estimated $249M. The largest seller was Fidelity Investments, cutting an estimated $368M.

  • 1,232 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2025, down from 1,243 in Q4 2024.
  • Funds reported $30.8B of Public Service Enterprise Group stock for Q1 2025, down 2.5% quarter-over-quarter.
  • 109 funds opened new Public Service Enterprise Group positions in Q1 2025 and 99 closed out, a net change of +10 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2025 was Vanguard Group, an estimated $249M added.
  • The largest Public Service Enterprise Group seller in Q1 2025 was Fidelity Investments, an estimated $368M sold.

Based on aggregated 13F filings for Q1 2025.